Dorsey Asset Management, LLC Holdings - 4Q25

As of December 31, 2025, Dorsey Asset Management, LLC reported 10 positions comprising 10 stocks worth $1.2B. The top 5 holdings represented 66.3% of the portfolio. During the quarter, the fund entered 1 new position and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.